Beacon Pointe Wealth Advisors LLC

Beacon Pointe Wealth Advisors LLC, a California-based limited liability company, has 80 employees with 45 in advisory roles and serves 20 clients. The firm is registered with the SEC and its status is listed as Approved, with a registration date of Sep 10, 2009.

• BEACON POINTE HOLDINGS, LLC

  CLASS A MEMBER owns more than 25% but less than 50%

• BPWA-AZ OWNERSHIP, LLC

  CLASS B MEMBER owns more than 10% but less than 25%

• BPWA-BOSTON OWNERSHIP, LLC

  CLASS B MEMBER owns more than 10% but less than 25%

• DIANE MARILYN PECK

  CHIEF FINANCIAL OFFICER owns less than 5%

• MATTHEW BAIRD COOPER

  PRESIDENT, MANAGER, CLASS A MEMBER owns more than 5% but less than 10%

• MICHAEL GAFFNEY DOW

  CHIEF INVESTMENT OFFICER owns less than 5%

• SHANNON ELIZABETH EUSEY

  MANAGER, CHIEF COMPLIANCE OFFICER owns less than 5%

• BRUCE ALAN MEYER

  MEMBER owns more than 50% but less than 75%

• CHITRA RAGHAVAN STALEY

  MEMBER owns 75% or more

• RICHARD EDWARD EUSEY

  TRUSTEE

• SHANNON ELIZABETH EUSEY

  TRUSTEE

• THE RICHARD AND SHANNON EUSEY TRUST

  MEMBER owns more than 25% but less than 50%

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